Job Title Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory
Job Opportunity Build and maintain targeted prospect lists for potential clients. Research and identify qualified prospects that align with the companys services and ideal customer profile. Source accurate contact information and keep prospect records up to
Job Title Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory